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M&T Bank

887 hedge funds and large institutions have $19.8B invested in M&T Bank in 2023 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 270 increasing their positions, 328 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 63

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more capital invested

Capital invested by funds: $17.6B → $19.8B (+$2.18B)

10% more funds holding

Funds holding: 804887 (+83)

3.04% more ownership

Funds ownership: 84.04%87.08% (+3%)

18% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 328

24% less call options, than puts

Call options by funds: $122M | Put options by funds: $161M

Holders
887
Holders Change
+83
Holders Change %
+10.32%
% of All Funds
12.93%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
156
Increased
270
Reduced
328
Closed
63
Calls
$122M
Puts
$161M
Net Calls
-$39.2M
Net Calls Change
+$421M
Name Holding Trade Value Shares
Change
Change in
Stake
MIH
576
Meitav Investment House
Israel
$333K +$19.1K +152 +7%
APWM
577
Argonautica Private Wealth Management
Massachusetts
$333K
BHWM
578
Bar Harbor Wealth Management
New Hampshire
$330K
JWCA
579
J.W. Coons Advisors
Ohio
$326K -$13.2K -105 -4%
AWM
580
Apollon Wealth Management
South Carolina
$324K +$94.2K +750 +46%
NS
581
NBC Securities
Alabama
$324K -$880 -7 -0.3%
LJAC
582
L.J. Altfest & Co
New York
$323K -$377 -3 -0.1%
MA
583
Mutual Advisors
Nebraska
$321K -$880 -7 -0.3%
SCM
584
Stevens Capital Management
Pennsylvania
$320K +$293K +2,333 New
PL
585
Plancorp LLC
Missouri
$320K +$293K +2,332 New
CIS
586
Connors Investor Services
Pennsylvania
$316K
FWM
587
Focused Wealth Management
New York
$312K +$1K +8 +0.4%
IA
588
IFP Advisors
Florida
$310K +$8.79K +70 +3%
ISWM
589
Independent Solutions Wealth Management
New York
$308K -$2.89K -23 -1%
SCP
590
Sandhill Capital Partners
New York
$308K
BC
591
Burney Company
Virginia
$308K -$2.01K -16 -0.7%
WF
592
Welch & Forbes
Massachusetts
$307K +$22.2K +177 +9%
SW
593
SVB Wealth
Massachusetts
$307K +$281K +2,238 New
MCM
594
Magnolia Capital Management
New York
$306K -$62.8K -500 -18%
FCI
595
Financial Counselors Inc
Kansas
$305K +$279K +2,224 New
MG
596
Mather Group
Illinois
$305K +$279K +2,222 New
SWS
597
SYSTM Wealth Solutions
Illinois
$304K -$27.4K -218 -9%
CB
598
Community Bank
New York
$303K -$1.01M -8,000 -78%
BL
599
Balentine LLC
Georgia
$302K -$242K -1,927 -47%
EM
600
Excalibur Management
Massachusetts
$300K +$7.66K +61 +3%

MTB Hedge Fund Activity: Q4 2023 in Review

887 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in M&T Bank (MTB) for Q4 2023, worth a combined $19.8B — up 12% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new MTB positions and 63 closed out — a net gain of 93 holders — while 270 added to existing stakes and 328 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $423M. The largest seller was Fidelity Investments, cutting an estimated $109M.

  • 887 institutional investors held M&T Bank (MTB) as of Q4 2023, up from 804 in Q3 2023.
  • Funds reported $19.8B of M&T Bank stock for Q4 2023, up 12% quarter-over-quarter.
  • 156 funds opened new M&T Bank positions in Q4 2023 and 63 closed out, a net change of +93 holders.
  • The largest M&T Bank buyer in Q4 2023 was Morgan Stanley, an estimated $423M added.
  • The largest M&T Bank seller in Q4 2023 was Fidelity Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2023.